BIA
Barry Investment Advisors’s Dimensional World Equity ETF DFAW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.94M | Buy |
28,958
+2,938
| +11% | +$197K | 0.48% | 38 |
|
|
2025
Q1 | $1.59M | Buy |
26,020
+7,565
| +41% | +$464K | 0.42% | 38 |
|
|
2024
Q4 | $1.15M | Buy |
18,455
+1,075
| +6% | +$67.1K | 0.37% | 41 |
|
|
2024
Q3 | $1.1M | Buy |
17,380
+2,365
| +16% | +$150K | 0.34% | 45 |
|
|
2024
Q2 | $894K | Buy |
15,015
+5,007
| +50% | +$298K | 0.3% | 49 |
|
|
2024
Q1 | $592K | Buy |
+10,008
| New | +$592K | 0.2% | 63 |
|